See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $203,101 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,357 | $76,173-30.0% | $81,382-34.4% | $199,593-73.3% |
| Participation rate | 79.7% | 76.3%+3.5pp | 69.5%+10.2pp | 72.0%+7.8pp |
| Annual return | 9.78% | 15.59%-5.8pp | 24.73%-14.9pp | 34.25%-24.5pp |
| Employer contribution / active EE | $3,087 | $2,792+10.6% | $2,463+25.3% | $3,034+1.7% |
| Participant deferral / active EE | $2,152 | $4,201-48.8% | $3,883-44.6% | $5,087-57.7% |
| Admin fee / account holder | $123 | $146-15.7% | $5,768-97.9% | $269-54.2% |